Workflow
电子价签系统
icon
Search documents
汉朔科技(301275) - 投资者关系活动记录表
2025-08-26 00:42
证券代码:301275 证券简称:汉朔科技 汉朔科技股份有限公司 投资者关系活动记录表 编号:2025-004 | | □√ 特定对象调研 | □√ 分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | 投资者关系活动 | □新闻发布会 | □路演活动 | | 类别 | □现场参观 中信证券 | □其他 韩林轩、王子昂 | | | 中信建投 | 刘乐文 | | | 中金公司 | 朱镜榆 | | | 中泰证券 | 王心悦 | | 参与单位名称及人 | 招商证券 | 谌薇、秦勉 | | 员姓名 | 民生证券 | 白青瑞、丁辰晖、谢致远 | | | 国元证券 | 李元晨 | | | 国信证券 | 库宏垚 | | | 华西证券 | 纪向阳、陈天然 | | | 华金证券 | 戴筝筝、李蕙 | | | 华福证券 | 王鑫旸、李昊臻 | | | 华创证券 | 张丽萍 | | 开源证券 刘逍遥 | | --- | | 张天 山西证券 | | 上海证券 李心语、颜枫 | | 西部证券 李想 | | 张丹彧 兴证证券 | | 麦高证券 高撷 | | 国泰海通证券 朱瑶、文灿 | | ...
汉朔科技获Wind ESG评级A:门店数字化解决方案赋能绿色可持续发展
Core Viewpoint - The article highlights the importance of ESG governance frameworks for companies in promoting sustainable development, with HanShuo Technology achieving an A rating in the latest ESG assessment by Wind [1][3]. Group 1: ESG Rating and Achievements - HanShuo Technology, newly listed in March, released its first ESG report and received an A rating from Wind [1][3]. - The company is a member of the UN Global Compact and integrates sustainable development into its corporate strategy and operations [3]. - HanShuo Technology has also earned the EcoVadis Gold Medal, placing it in the top 5% of participating companies globally [3]. Group 2: Technological Innovations and Solutions - The company focuses on digital transformation in the retail sector, utilizing IoT wireless communication technology to develop a business system centered on electronic price tags and SaaS cloud platform services [3][4]. - HanShuo Technology's self-developed low-power, high-density wireless communication protocol supports the industrial application of IoT, cloud computing, big data, and AI in smart retail [3][4]. - The SaaS platform can reduce carbon emissions by up to 99.25%, demonstrating the company's commitment to combining business growth with environmental sustainability [4]. Group 3: Sustainable Development Strategy - HanShuo Technology has established a sustainable development strategy system called EPIIC, focusing on environmental friendliness, co-prosperity, digital innovation, integrity governance, and climate neutrality [6]. - The company integrates sustainable practices across its supply chain, R&D, production, marketing, and services, aiming for a comprehensive green transformation [6]. - A robust governance structure is in place, ensuring clear responsibilities and effective risk management [6]. Group 4: Environmental Initiatives - The company aims to incorporate green principles throughout the product lifecycle, reducing resource consumption and environmental pollution [7]. - HanShuo Technology's projects can reduce CO2 emissions by approximately 1,994 tons annually [7]. - The company has joined the Consumer Goods Forum to promote low-carbon transformation in the retail industry and has partnered with Too Good To Go to reduce food waste and carbon emissions [7].
汉朔科技(301275) - 投资者关系活动记录表
2025-05-23 01:04
Group 1: Company Overview - Hanshuo Technology was established in 2012, focusing on IoT wireless communication technology to drive digital transformation in the retail industry [4] - The company has developed a high-density, low-power cellular wireless communication protocol, enabling applications in smart retail, smart office, and intelligent manufacturing [4] - As of now, the company serves over 500 clients across more than 70 countries and regions, aiding their digital transformation [4] Group 2: Financial Performance - In 2024, the company reported a revenue of 1.78 billion yuan, a year-on-year increase of 44.86% [5] - The net profit attributable to shareholders was 710 million yuan, up by 4.81% [5] - The gross profit margin reached 34.80%, with a net cash flow from operating activities of 1.032 billion yuan, reflecting a growth of 62.29% [5] Group 3: Market Position and Growth Potential - The global market penetration rate for electronic price tags is approximately 15%, with France leading at around 30% [6] - The company ranks second in revenue among publicly listed companies in the electronic price tag sector [5] - Growth potential is driven by increasing market penetration, the need for existing clients to upgrade electronic price tags, and the provision of SaaS and technical services [6] Group 4: Technological Innovations - The company emphasizes AI integration, utilizing machine vision and big data analysis to enhance retail operations and consumer experiences [5][10] - It has developed innovative AI solutions based on Microsoft Azure OpenAI, becoming the first partner in China to receive "Certified Software Designation for Retail AI" [10] - The company is actively exploring AIoT technology applications in various scenarios [10] Group 5: Strategic Partnerships and Global Expansion - Hanshuo Technology is expanding its global footprint through local partnerships and strategic collaborations [5] - The company is focused on building an efficient and flexible global supply chain network to ensure stable supply and optimize cost structures [5] - In the U.S. market, the company has achieved significant progress, with revenue from this region accounting for less than 10% of total revenue, indicating low exposure to tariff impacts [14]
周专题:电子价签行业空间广阔,汉朔科技居国内第一
HUAXI Securities· 2025-05-05 14:26
Investment Rating - Industry rating: Recommended [5] Core Insights - The electronic price tag industry has significant growth potential, with HanShuo Technology being the leading player in China. The company has developed a comprehensive business system centered around electronic price tag systems and SaaS cloud platform services, continuously innovating its product offerings [1][9] - The penetration rate of electronic price tags is expected to continue rising, with the current global penetration at approximately 15%. In China, the penetration rate is only 15% as of 2023, but it is projected to reach 40% in the next five years. The global electronic price tag market size has grown from 2.8 billion to 16.9 billion from 2017 to 2023, with a CAGR of 34.9%, and is expected to reach 34.9 billion by 2028 [2][14][15] Summary by Sections Section 1: Electronic Price Tag Industry Overview - HanShuo Technology is the top electronic price tag manufacturer in China and ranks among the top three globally. The company has established international operations since 2014 and has formed strategic partnerships with major retailers [1][9][10] - The company reported a revenue of 4.49 billion in 2024, an increase of 18.8% year-on-year, with electronic price tag terminal revenue at 4.113 billion, up 16.9% year-on-year [10] Section 2: Market Dynamics - The electronic price tag market is characterized by a high concentration of leading service providers, with HanShuo Technology holding a 62% market share in China and a 28% share globally. The competitive landscape is expected to continue favoring top-tier service providers as retailers increasingly invest in digital solutions [2][15] Section 3: Company Performance - HanShuo Technology's revenue has grown from 1.19 billion in 2020 to 4.49 billion in 2024, with a CAGR of 39.3%. The net profit attributable to the parent company increased from 0.82 billion to 0.71 billion during the same period, with a CAGR of 71.3% [10][11]
汉朔科技2024年营收净利双增长 持续深耕泛零售数字化解决方案
Quan Jing Wang· 2025-04-25 00:39
Core Viewpoint - Hanshuo Technology Co., Ltd. reported steady growth in its 2024 annual performance, with significant increases in revenue, net profit, and operating cash flow, indicating a robust business trajectory since its market debut [1] Financial Performance - The company achieved an operating revenue of 4.486 billion yuan, representing a year-on-year increase of 18.84% [1] - The net profit attributable to shareholders was 710 million yuan, up 4.81% year-on-year [1] - Operating cash flow net amount reached 1.032 billion yuan, marking a substantial increase of 62.29% [1] - Total assets at the end of 2024 amounted to 5.179 billion yuan, reflecting a growth of 36.99% year-on-year [1] Business Model and Product Development - Hanshuo Technology focuses on digital solutions for retail stores, leveraging IoT wireless communication technology [2] - The company has developed a comprehensive business system centered around electronic price tag systems and SaaS cloud platform services [2] - The latest HiLPC protocol allows a single store to support hundreds of cellular network base station devices, achieving an industry-leading concurrency level [2][3] - The company has launched over 40 electronic price tag products, demonstrating continuous innovation [2][3] Market Position and Competitive Advantage - Hanshuo Technology holds a 62% market share in the domestic electronic price tag market, ranking first in China and third globally [3] - The company invested 198 million yuan in R&D in 2024, a 17.34% increase, with 308 R&D personnel, accounting for 32.08% of the workforce [3] - The company aims to become a global leader in retail store digital solutions, focusing on R&D-driven growth [3] Global Expansion Strategy - The global market for electronic price tags is expected to reach 34.9 billion yuan by 2028, indicating significant growth potential [4] - Since 2014, the company has established a global sales and service network, partnering with major international retailers across over 70 countries [4] - In 2024, the company expanded its presence in markets such as Spain, Portugal, Poland, Canada, and Southeast Asia, contributing to revenue growth [4][5] Domestic Market Performance - The domestic revenue for 2024 was 264 million yuan, showing a remarkable year-on-year growth of 63.58% [5] - Support from national policies for digital economy and retail digitalization has created a favorable environment for business development [5] Future Outlook - The company plans to focus on optimizing organization, continuous innovation, and deepening market presence as core strategies [6] - Emphasis will be placed on the innovation of core technologies and products, particularly in AIoT and new energy sectors [6] - The goal is to enhance both the scale and profitability of core and innovative businesses through improved supply chain resilience and product competitiveness [6]
瞄准电子价签市场潜力 汉朔科技以科技开启智慧零售新篇章
构建智慧零售生态,打破国际品牌垄断,物联网"隐形冠军"汉朔科技(301275)成功登陆创业板,开启 企业发展新纪元。 汉朔科技凭借自主研发的无线通信协议HiLPC及其软硬件核心技术体系,在电子价签领域展现出独有优 势。 从汉朔科技的招股说明书来看,该公司自主研发的无线通信协议HiLPC,广泛适用于各产品条线通信及 数据传输,可保证通信系统运行的流畅、稳定。最新一代HiLPC协议可实现单门店承载数百台蜂窝网络 基站设备,单基站每小时更新6万片次电子价签设备,在并发量上达到行业先进水平。 从2013年正式发布第一代商用电子价签产品及第一代电子价签通信基站,并同步推出单门店方案的电子 价签软件系统至今,汉朔科技已经推出多个系列合计超过40款电子价签产品,系统软件迭代版本超过20 次。当前,汉朔科技已构建起以电子价签系统、SaaS云平台服务等软硬件产品及服务为核心的业务体 系,实现零售数字化的全领域布局。 受益于全球零售数字化行业的快速发展,电子价签行业迎来高速增长期,汉朔科技凭借自主研发的核心 技术,突围国际品牌的垄断,在行业内形成不俗竞争优势。2023年,汉朔科技全球电子价签市场份额约 28%;从收入角度来看,根 ...
IPO周报 | 找钢集团通过De-SPAC模式在港上市;汉朔科技登陆创业板
IPO早知道· 2025-03-16 12:45
本文为IPO早知道原创 作者|C叔 微信公众号|ipozaozhidao 找钢集团 港股|挂牌上市 据IPO早知道消息,找钢产业互联集团(以下简称"找钢集团")于2025年3月10日正式以"6676"为股 票代码在港交所主板挂牌上市,这也是中国境内第一家通过De-SPAC模式在港上市的企业。 在本次De-SPAC上市过程中,找钢集团通过PIPE投资者募集资金约5.326亿港元,PIPE投资者包括 徐州臻心、东英资管、东方资产管理、托克香港、宁海真为、许昌产业投资、Spring Prosper Pte. Ltd.及郑州诚信等。 成立于2012年的找钢集团通过连接钢铁交易行业的主要参与者至自己的数字化平台,率先在中国提 供涵盖钢铁交易全价值链的一站式B2B综合服务,包括线上钢铁交易、物流、仓储及加工、SaaS产 品和大数据分析。同时,找钢集团正逐步拓展至电子元器件、电工电气、五金机电产品、有色金属等 非钢铁工业原材料市场。 一周IPO动态,覆盖港股、美股、A股。 根据灼识咨询的资料,按2023年线上钢铁交易吨量计算,找钢集团是中国最大的三方钢铁交易数字 化平台。2023年,找钢集团的数字化平台录得三方钢铁交易吨量 ...
电子纸企业汉朔科技登录科创板块
WitsView睿智显示· 2025-03-12 06:44
Core Viewpoint - HanShuo Technology, a domestic electronic price tag supplier, has successfully listed on the Shenzhen Stock Exchange's Growth Enterprise Market, focusing on digitalization in retail through IoT wireless communication technology [1][2]. Group 1: Company Overview - HanShuo Technology was established in 2012 and is recognized as a high-tech enterprise centered on IoT wireless communication technology [1]. - The company has developed a business system that includes electronic price tag systems and SaaS cloud platform services [1]. Group 2: Financial Performance - The sales of electronic price tag terminals accounted for a significant portion of the company's main business revenue, with percentages of 88.48%, 93.07%, 93.20%, and 91.83% over the reporting periods [2]. - The sales volume of electronic price tags from 2021 to 2024 (January to June) were 36.02 million, 66.02 million, 83.45 million, and 46.17 million units, respectively, indicating a compound annual growth rate of 52.21% over the past three years [2]. Group 3: Strategic Partnerships - HanShuo Technology has established strategic partnerships with leading retail companies both domestically and internationally, including Auchan, Ahold, Aldi, Woolworths, Leroy Merlin, Metcash, China Resources Vanguard, and Duodian Group [2].
N汉朔收盘涨143.35% 首日成交16.87亿元
Core Points - N Hanshu (301275) was listed today, opening with a rise of 187.93%, and closing with a gain of 143.35% [1] - The total trading volume for the day was 24.38 million shares, with a total transaction value of 1.687 billion yuan, resulting in a turnover rate of 76.77% [1] - The company operates in electronic price tag systems and SaaS cloud platform services, offering both software and hardware products [1] Company Financials - The total number of shares issued in this round was 42.24 million, with an online issuance of 13.52 million shares [1] - The issue price was set at 27.50 yuan per share, with an issuance price-to-earnings ratio of 17.14 times, compared to the industry average of 43.85 times [1] - The total fundraising amount from the initial public offering (IPO) was 1.162 billion yuan, primarily allocated to store digitalization solution industrialization projects, working capital supplementation, AIoT research and development center, and information technology construction projects [1]
华为前员工创业年入近45亿,靠小小“价签”撑起一个IPO
创业邦· 2025-03-11 03:18
Core Viewpoint - HanShuo Technology is transforming the retail industry in China through its innovative electronic price tag solutions, which enhance operational efficiency and customer experience in supermarkets [2][5][21]. Company Overview - HanShuo Technology, founded in 2012, specializes in providing digital solutions centered around electronic price tags, integrating hardware and SaaS cloud platforms [2][3]. - The company has grown to become the leading electronic price tag provider in China and the third globally, serving over 400 clients across more than 50 countries [3][20]. Business Model and Growth - The electronic price tags replace traditional paper tags, allowing for real-time updates and online payment options, significantly reducing labor and material costs for retailers [5][9]. - HanShuo's electronic price tag system can update information for 3 million tags in 80 minutes, saving supermarkets substantial operational costs [9]. - The company has established partnerships with major retailers like Yonghui and Auchan, contributing to its rapid revenue growth [15][16]. Financial Performance - HanShuo's revenue has shown strong growth, with figures of 16.13 billion RMB in 2021, 28.62 billion RMB in 2022, and 37.75 billion RMB in 2023, alongside a net profit of 6.78 billion RMB in 2023 [15]. - The company’s gross profit margin has consistently exceeded industry averages, with a margin of 37.25% in the first half of 2024 [15][16]. Market Position - HanShuo holds a 62% market share in China's electronic price tag market and approximately 28% globally, ranking among the top three in revenue within the industry [20]. - The company has a strong international presence, with significant revenue derived from overseas markets, accounting for over 90% of its income in recent years [15][16]. Research and Development - HanShuo has invested heavily in R&D, with a cumulative investment of 5.12 billion RMB from 2021 to 2024, representing 4.94% of its total revenue during that period [20]. - The introduction of the Nebular series has driven substantial sales growth, with a compound annual growth rate of 487.21% from 2020 to 2023 [18][20]. Future Plans - The company plans to raise 11.8 billion RMB through its IPO, with funds allocated for digital solution industrialization, AIoT R&D, and working capital [21].